ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 276 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,662,627 | -75.4% | 10,787 | -74.7% | 0.04% | -70.4% |
| Q2 2023 | $6,764,541 | +19.6% | 42,662 | +4.8% | 0.15% | +0.7% |
| Q1 2023 | $5,657,789 | +329.0% | 40,724 | +272.2% | 0.15% | +308.1% |
| Q4 2022 | $1,318,828 | +3.0% | 10,942 | +2.1% | 0.04% | -5.1% |
| Q3 2022 | $1,281,000 | +364.1% | 10,717 | +575.3% | 0.04% | +387.5% |
| Q4 2021 | $276,000 | +11.7% | 1,587 | -1.7% | 0.01% | 0.0% |
| Q3 2021 | $247,000 | -91.7% | 1,615 | -92.7% | 0.01% | -92.5% |
| Q1 2021 | $2,993,000 | -87.5% | 22,243 | +4348.6% | 0.11% | +1666.7% |
| Q2 2014 | $23,870,000 | – | 500 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 4,658,499 | $556,644,000 | 18.27% |
| SOA Wealth Advisors, LLC. | 247,979 | $29,631,000 | 8.92% |
| Baystate Wealth Management LLC | 644,216 | $76,977,000 | 7.92% |
| Stonebridge Financial Planning Group, LLC | 84,684 | $10,119,000 | 7.08% |
| Aspire Capital Advisors LLC | 71,471 | $8,540,000 | 6.77% |
| Legacy Wealth Planning, LLC | 30,279 | $3,618,000 | 5.99% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 68,522 | $8,188,000 | 5.10% |
| Atlantic Union Bankshares Corp | 333,091 | $39,801,000 | 4.57% |
| Crumly & Associates Inc. | 91,641 | $10,950,000 | 4.52% |
| Compton Wealth Advisory Group, LLC | 81,083 | $9,689,000 | 4.12% |